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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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TAF sm Program
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TAV Program
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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Total Asset Fund (TAF)
TAF® Program
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Client Contact with Portfolio Manager(s)
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Event Schedule
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Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Cisco Systems
(NQ:
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Updated: 4:00 PM EST, Dec 31, 2025
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Nvidia Shatters Records with $5 Trillion Market Cap, Cementing AI Revolution Leadership
October 29, 2025
Santa Clara, CA – October 29, 2025 – In a historic moment for the technology sector, Nvidia (NASDAQ: NVDA) has officially achieved an unprecedented $5 trillion market capitalization, becoming the first...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Nvidia Shatters Records, Becomes First Company to Reach $5 Trillion Valuation Amid AI Revolution
October 29, 2025
In an unprecedented display of market dominance and technological leadership, Nvidia (NASDAQ: NVDA) has officially surpassed a staggering $5 trillion market valuation as of October 29, 2025. This...
Via
MarketMinute
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Artificial Intelligence
Economy
Government
Nvidia's AI Reign: Fueling Market Gains and Forging a New Industrial Revolution
October 29, 2025
Nvidia (NASDAQ: NVDA) stands as the undisputed titan of the artificial intelligence (AI) era, its stock performance a primary catalyst for the recent, unprecedented surge in global financial markets....
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
Should You Buy Palantir Stock Before Nov. 3? History Offers a Clear Answer.
↗
October 29, 2025
Palantir is expected to report earnings for the third quarter on Nov. 3.
Via
The Motley Fool
Topics
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Stocks
The Donald Trump Administration May Want Stakes in Quantum Computing Stocks IonQ, Rigetti Computing, and D-Wave Quantum -- and That May Be Terrible News
↗
October 29, 2025
Government stakes in public companies can be a slippery slope for investors.
Via
The Motley Fool
Topics
Artificial Intelligence
Government
Cisco (CSCO): Buy, Sell, or Hold Post Q2 Earnings?
October 29, 2025
Cisco trades at $72.80 and has moved in lockstep with the market. Its shares have returned 27% over the last six months while the S&P 500 has gained 23.9%.
Via
StockStory
Topics
Stocks
Schwab U.S. Dividend Quality ETF (SCHD) Offers Higher Yield While Fidelity High Dividend ETF (FDVV) Leans Into Tech
↗
October 28, 2025
Schwab U.S. Dividend Quality ETF (SCHD) Offers Higher Yield While Fidelity High Dividend ETF (FDVV) Leans Into Tech
Via
The Motley Fool
Topics
ETFs
Stocks
Can Internet Pioneer Cisco Repeat Its Success In Quantum Networking?
↗
October 28, 2025
Cisco Systems, an internet pioneer, aims to replicate its success in quantum networking. It's taking a systems, tech agnostic approach.
Via
Investor's Business Daily
CISCO SYSTEMS INC (NASDAQ:CSCO) Presents a High-Probability Technical Breakout Setup
↗
October 28, 2025
Discover how CSCO's top technical rating and strong setup quality signal a potential breakout, offering a strategic entry point for investors.
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Chartmill
Prediction: Artificial Intelligence (AI) Powerhouse Palantir Technologies Will Disappoint Wall Street on Nov. 3
↗
October 28, 2025
Wall Street and investors will be looking for nothing short of perfection when Palantir unveils its third-quarter operating results early next week.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
RWC Asset Management Loads Up With 2.7 Million Nio Shares
↗
October 27, 2025
RWC Asset Management Loads Up With 2.7 Million Nio Shares
Via
The Motley Fool
Topics
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Regulatory Compliance
1 Growth Stock with Explosive Upside and 2 We Avoid
October 24, 2025
Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.
Via
StockStory
1 Growth Stock Set to Flourishand 2 We Turn Down
October 24, 2025
Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.
Via
StockStory
Topics
Retirement
Meet the Spectacular Vanguard ETF With 43.6% of Its Portfolio Invested in Nvidia, Apple, and Microsoft
↗
October 23, 2025
Information technology is routinely the fastest-growing sector in the S&P 500.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
Meta Realigns AI Ambitions: 600 Workers Cut in Strategic Overhaul for Global AI Race
October 22, 2025
MENLO PARK, CA – October 22, 2025 – Meta Platforms, Inc. (NASDAQ: META) has undertaken a significant restructuring within its artificial intelligence division, including the layoff of approximately 600...
Via
TokenRing AI
Topics
Artificial Intelligence
Workforce
The OpenSSL Corporation and the OpenSSL Foundation Celebrate the Success of the Inaugural OpenSSL Conference in Prague
October 22, 2025
Via
PRLog
How Do Investors Really Feel About Cisco Systems Inc?
↗
October 22, 2025
Via
Benzinga
Is Arista Networks a Smart Buy for the Next Phase of AI Infrastructure?
↗
October 22, 2025
The AI-oriented networking company still has plenty of room to grow.
Via
The Motley Fool
Topics
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Economy
3 Growth Stocks We’re Skeptical Of
October 22, 2025
Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.
Via
StockStory
Topics
Artificial Intelligence
Prentiss Smith & Company Loads Up on Progressive (NYSE: PGR) Shares on the Dip: Is the Stock a Buy?
↗
October 21, 2025
Prentiss Smith & Company Loads Up on Progressive (NYSE: PGR) Shares on the Dip: Is the Stock a Buy?
Via
The Motley Fool
Top Courses in Demand in UAE – Learn Power BI, Advanced Excel & CCNA at the Best Training Institute in Dubai
October 20, 2025
Via
AB Newswire
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Economy
AI Revolution Propels Supermicro (SMCI) to Top Performer Status
October 20, 2025
In a market increasingly defined by the relentless pursuit of artificial intelligence, Super Micro Computer, Inc. (NASDAQ: SMCI) has once again captured the spotlight, emerging as a preeminent stock...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
The AI Compute Gold Rush: Bitcoin Miners Pivot, Cloud Giants Scale, and Integrators Deliver as Infrastructure Demands Soar
October 20, 2025
October 20, 2025 – The foundational pillars of the artificial intelligence revolution are undergoing an unprecedented expansion, as the insatiable demand for computational power drives massive...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Energy
GlexScale launches a unified model for sustainable SaaS expansion across EMEA
October 20, 2025
Via
PRLog
North Korea’s Evolving Cyber Threat: Fake Job Offers and Stealthy Malware Target Crypto’s Core
October 17, 2025
In an alarming development for the digital asset world, North Korean state-sponsored hacking groups are escalating their sophisticated campaigns to pilfer cryptocurrency, with recent reports (as of...
Via
BreakingCrypto
Topics
Malware
Identity’s New Frontier: AI, Passwordless, and the Evolving Cyber Battlefield Dominate October’s Security Landscape
October 17, 2025
The week of October 17th, 2025, has underscored a pivotal moment in identity management and information security, as industry leaders like Saviynt, HID, and Qualys unveiled significant advancements...
Via
TokenRing AI
Topics
Artificial Intelligence
Data Breach
The AI Cyber War: Microsoft Warns of Escalating State-Sponsored Threats from Russia and China
October 17, 2025
The global cybersecurity landscape has entered a new and perilous era, characterized by the dramatic escalation of artificial intelligence (AI) in cyberattacks orchestrated by state-sponsored actors,...
Via
TokenRing AI
Topics
Artificial Intelligence
Malware
AI Boom Poised To Unlock $8 Trillion Opportunity, Say Top Analysts: 'Investment Levels Are...'
↗
October 17, 2025
Wall Street analysts have dismissed concerns about a potential bubble in the artificial intelligence (AI) sector, asserting that the industry's growth is sustainable and could unlock an $8 trillion...
Via
Benzinga
Topics
Artificial Intelligence
2 Growth Stocks to Add to Your Roster and 1 Facing Challenges
October 17, 2025
Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.
Via
StockStory
What Can History Teach Us About Investing in 2025?
↗
October 16, 2025
While history doesn't repeat, it often rhymes.
Via
The Motley Fool
Topics
Artificial Intelligence
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